Purchases and Sales Made in Q4 2021 in Ishares Tr U S Utils ETF (IDU)
This table provides information about the institutional ownership of Ishares Tr U S Utils ETF (IDU) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TR U S UTILS ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
110K+ 868.99% |
$8.71M - $9.74M
|
123K
$11.7M
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
48.6K+ 415.72% |
$3.84M - $4.3M
|
60.3K
$5.75M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.2K+ 12.28% |
$1.75M - $1.96M
|
203K
$19.4M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.1K+ 6.85% |
$1.03M - $1.16M
|
204K
$19.4M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.9K+ 76.51% |
$1.02M - $1.14M
|
29.8K
$2.85M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
12.6KNew |
$995K - $1.11M
|
12.6K
$1.2M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.4K+ 98.03% |
$983K - $1.1M
|
25.1K
$2.4M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.4K+ 187.45% |
$976K - $1.09M
|
18.9K
$1.81M
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
11.8KNew |
$930K - $1.04M
|
11.8K
$1.12M
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
9.41K+ 1.41% |
$744K - $832K
|
678K
$64.7M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.19K+ 8.22% |
$647K - $725K
|
108K
$10.3M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.82K+ 2.57% |
$618K - $691K
|
312K
$29.8M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.73K+ 10.11% |
$532K - $595K
|
73.3K
$7M
|
|
Jan 21, 2022
Q4 2021
|
Segantii Capital Management LTD
|
BUY
|
- |
6.68KNew |
$527K - $590K
|
6.68K
$637K
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
6.53KNew |
$516K - $578K
|
6.53K
$623K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
6.12K+ 119.87% |
$484K - $541K
|
11.2K
$1.07M
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.6KNew |
$443K - $495K
|
5.6K
$534K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.95KNew |
$391K - $438K
|
4.95K
$473K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.48KNew |
$354K - $396K
|
4.48K
$427K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.56K+ 10.17% |
$281K - $315K
|
38.6K
$3.68M
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.55KNew |
$280K - $314K
|
3.55K
$338K
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3.42KNew |
$271K - $303K
|
3.42K
$327K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.38K+ 10.48% |
$267K - $298K
|
35.6K
$3.4M
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.9KNew |
$229K - $256K
|
2.9K
$277K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.77KNew |
$219K - $245K
|
2.77K
$264K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.73K+ 16.53% |
$216K - $242K
|
19.3K
$1.84M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.69K+ 195.78% |
$213K - $238K
|
4.07K
$388K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.62KNew |
$207K - $232K
|
2.62K
$250K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
2.5KNew |
$198K - $221K
|
2.5K
$239K
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.44KNew |
$193K - $216K
|
2.44K
$233K
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.42KNew |
$191K - $214K
|
2.42K
$231K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.32KNew |
$183K - $205K
|
2.32K
$222K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.3KNew |
$182K - $204K
|
2.3K
$220K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.11K+ 11.44% |
$167K - $186K
|
20.5K
$1.96M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.5K+ 123.09% |
$118K - $132K
|
2.72K
$259K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.25K+ 17.28% |
$98.9K - $111K
|
8.49K
$810K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.21K+ 45.21% |
$95.5K - $107K
|
3.88K
$371K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$94.8K - $106K
|
1.2K
$115K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.02KNew |
$80.9K - $90.6K
|
1.02K
$97.7K
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
BUY
|
- |
886+ 8.9% |
$70K - $78.3K
|
10.8K
$1.03M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
845+ 24.47% |
$66.8K - $74.7K
|
4.3K
$410K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
812New |
$64.2K - $71.8K
|
812
$77.5K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
703New |
$55.6K - $62.2K
|
703
$67.1K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
570+ 52.2% |
$45K - $50.4K
|
1.66K
$159K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
529+ 6.51% |
$41.8K - $46.8K
|
8.65K
$826K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
522New |
$41.2K - $46.2K
|
522
$49.8K
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
502+ 3.31% |
$39.7K - $44.4K
|
15.7K
$1.5M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
497+ 4.13% |
$39.3K - $43.9K
|
12.5K
$1.19M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
459+ 1.1% |
$36.3K - $40.6K
|
42.1K
$4.01M
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
453New |
$35.8K - $40.1K
|
453
$43.2K
|